Wednesday, December 26, 2018

Set the Transaction Date of a Purchase Order that Contains Drop Ship Items to its Sales Order Source Approval Date

When a sales order with drop ship items is approved, a purchase order is automatically created by the system for the purchase orders.  However, the system automatically sets the transaction date for the newly-created purchase order to the date when the sales order was created, not when it is approved.

For most business use cases, the transaction date of a purchase order must be set to when it was created, which in this case, is the date when the originating sales order was approved.  A good way to achieve this behavior is to create a worfklow with the following settings:

    Workflow Summary     
        - Basic Info
        --- Record Type: Transaction
        --- Sub Types: Purchase Order
        - Initiation
        --- On Create: checked
        --- Trigger Type: After Record Submit
        - Condition
        --- Status = Purchase Order:Pending Receipt And Created From : Type = Sales Order
         
        State 1
        - Set Field Value
        --- Trigger On: Entry
        --- Parameters
        ----- Field: Date
        ----- Value: select Date, then choose today
        
Workflows can be created through to Customization > Scripting > Workflows > New.

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